LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$372K
3
+$339K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$304K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$259K

Top Sells

1
+$1.35M
2
+$1.1M
3
+$853K
4
NVDA icon
NVIDIA
NVDA
+$754K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$558K

Sector Composition

1 Technology 20.95%
2 Healthcare 11.32%
3 Consumer Discretionary 9.32%
4 Financials 9.3%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$588K 0.14%
1,210
+195
102
$585K 0.14%
20,054
103
$566K 0.14%
4,291
104
$564K 0.14%
7,007
+1,161
105
$561K 0.14%
10,305
106
$550K 0.14%
25,480
107
$543K 0.13%
26,742
+1,439
108
$525K 0.13%
3,535
-19
109
$515K 0.13%
1,080
-54
110
$514K 0.13%
1,525
111
$499K 0.12%
5,800
112
$491K 0.12%
4,299
-49
113
$482K 0.12%
5,040
114
$439K 0.11%
10,742
115
$430K 0.11%
946
116
$428K 0.11%
24,400
117
$425K 0.1%
13,800
118
$376K 0.09%
2,302
119
$374K 0.09%
2,581
-75
120
$370K 0.09%
2,830
121
$355K 0.09%
3,962
122
$352K 0.09%
792
123
$345K 0.09%
2,712
124
$335K 0.08%
1,834
125
$330K 0.08%
91
-15
3 4
5
6 7